Robert Holdford (CRD# 1672884) is an Investment Advisor Representative working at Cwm, LLC in Little Rock, AR and has over 37 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifeonomics | Little Rock, AR | Mar 2023 - Current | 1 |
| Lifeonomics Coaching | Little Rock, AR | Mar 2023 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Current | 7 |
| Wealth Management, Inc. | Little Rock, AR | Feb 2014 - Current | 10 |
| Cwm, LLC | Little Rock, AR | Feb 2014 - Current | 10 |
| A Year And A Day | Little Rock, AR | Jul 2012 - Current | 12 |
| Self Employed | Little Rock, AR | Jul 2012 - Current | 12 |
| Create A New Life Publishing, LLC | Little Rock, AR | Nov 2009 - Current | 14 |
| Lpl Financial LLC | Little Rock, AR | May 2003 - Jan 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AR
- LA
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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